Arkolith/Funds/Rossmore Private Capital

Rossmore Private Capital

CIK 1733082
Holdings as of Jun 30, 2026·disclosed Jul 31, 2026·~31-day 13F lag·13F-HR
Active Filer

Rossmore Private Capital holds a diversified book of 340 stocks worth $1.2B as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Marvell Technology Inc and trimmed Exxon Mobil Corp. Their largest long position is Exxon Mobil Corp at 6% of the equity book. They also disclosed $5.6M in put options (a bearish bet), shown separately below and excluded from the equity book.

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Use Arkolith to show Rossmore Private Capital's latest
holdings, largest changes, and filing provenance.
Opened
63
new positions
Added to
88
existing
Trimmed
76
reduced
Sold out
10
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
36%
Top 20 holdings
52%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

70% mapped to company sectors

ETF / fund or unclassified
30%
Information Technology
25%
Energy
10%
Financials
10%
Health Care
8%
Consumer Discretionary
6%
Industrials
6%
Consumer Staples
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Rossmore Private Capital

Manager / fundShared namesTheir $ in those
Composition Wealth, LLC80 / 80$2.2B
IFP Advisors, Inc80 / 80$1.5B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC79 / 80$18.2B
Kestra Advisory Services, LLC79 / 80$9.0B
Merit Financial Group, LLC79 / 80$3.6B
KESTRA PRIVATE WEALTH SERVICES, LLC79 / 80$3.2B
BENJAMIN EDWARDS INC79 / 80$2.8B
J.W. COLE ADVISORS, INC.79 / 80$2.1B

Ranked by how many of Rossmore Private Capital's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

340 positions
#SecurityValueShares% PortLast moveHistory
1Exxon Mobil Corp
COM
$71.1M520.0K
5.8%
−2.0%
Reduced · −10K sh
2Ishares TR
CORE S&P500 ETF
$64.8M86.6K
5.3%
+2.1%
Added · +2K sh
3Apple Inc
COM
$62.6M216.3K
5.1%
+2.2%
Added · +5K sh
4Chevron Corporation
COM
$44.8M270.2K
3.6%
Held
5Ishares TR
IBONDS DEC 26
$37.0M1.44M
3.0%
~0%
Reduced · −66 sh
6Microsoft Corp
COM
$36.7M98.3K
3.0%
+0.3%
Added · +260 sh
7JPMorgan Chase & Co
COM
$34.2M104.4K
2.8%
+0.3%
Added · +370 sh
8Alphabet Inc
CAP STK CL C
$33.1M93.7K
2.7%
−0.4%
Reduced · −374 sh
9Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$28.3M396.7K
2.3%
+2.6%
Added · +10K sh
10Broadcom Inc
COM
$27.9M73.9K
2.3%
+5.2%
Added · +4K sh
11Amazon Com Inc
COM
$26.7M112.1K
2.2%
+4.3%
Added · +5K sh
12Johnson & Johnson
COM
$25.6M100.9K
2.1%
+0.5%
Added · +523 sh
13Eli Lilly & Co
COM
$24.9M20.8K
2.0%
~0%
Reduced · −1 sh
14Alphabet Inc
CAP STK CL A
$24.8M69.4K
2.0%
−0.5%
Reduced · −325 sh
15Vanguard Index FDS
S&P 500 ETF SHS
$18.1M26.4K
1.5%
+0.1%
Added · +14 sh
16Nvidia Corporation
COM
$17.9M89.6K
1.5%
+9.3%
Added · +8K sh
17Ishares TR
CORE S&P MCP ETF
$15.6M202.2K
1.3%
+29%
Added · +45K sh
18Vanguard Index FDS
SMALL CP ETF
$15.5M51.2K
1.3%
+0.2%
Added · +105 sh
19Vanguard Instl Index FD
0 3 MO TR BI ETF
$15.3M202.5K
1.2%
−21%
Reduced · −52K sh
20Ishares TR
CORE MSCI EAFE
$14.9M153.8K
1.2%
+11%
Added · +15K sh
21Vanguard Index FDS
MID CAP ETF
$14.7M182.2K
1.2%
+325%
Added · +139K sh
22RTX Corporation
COM
$14.4M75.8K
1.2%
+0.1%
Added · +59 sh
23Ishares TR
CORE S&P SCP ETF
$12.8M86.1K
1.0%
+2.3%
Added · +2K sh
24Visa Inc
COM CL A
$12.7M37.0K
1.0%
−0.1%
Reduced · −30 sh
25Home Depot Inc
COM
$12.4M35.0K
1.0%
+0.6%
Added · +195 sh
26Abbvie Inc
COM
$11.8M46.7K
1.0%
+1.1%
Added · +525 sh
27Berkshire Hathaway Inc Del
CL A
$11.2M15
0.9%
Held
28Walmart Inc
COM
$11.1M97.8K
0.9%
+2.0%
Added · +2K sh
29Automatic Data Processing In
COM
$11.0M48.8K
0.9%
Held
30Advanced Micro Devices Inc
COM
$10.8M18.6K
0.9%
+82%
Added · +8K sh
31Deere & Co
COM
$10.7M16.8K
0.9%
Held
32Ishares TR
RUS MID CAP ETF
$10.6M96.3K
0.9%
+8.0%
Added · +7K sh
33Ishares TR
RUSSELL 2000 ETF
$10.2M34.0K
0.8%
+0.8%
Added · +264 sh
34ASML Hldg NV
N Y REGISTRY SHS
$10.1M5.1K
0.8%
−0.7%
Reduced · −35 sh
35Cisco Sys Inc
COM
$9.5M80.7K
0.8%
−0.3%
Reduced · −228 sh
36Mastercard Incorporated
CL A
$7.8M15.3K
0.6%
−2.9%
Reduced · −460 sh
37Vanguard Scottsdale FDS
SHRT TRM CORP BD
$7.7M97.1K
0.6%
+0.2%
Added · +213 sh
38Palo Alto Networks Inc
COM
$7.5M22.1K
0.6%
−8.4%
Reduced · −2K sh
39Merck & Co Inc
COM
$7.4M57.1K
0.6%
−0.5%
Reduced · −300 sh
40Costco Wholesale Corporation
COM
$7.2M7.7K
0.6%
+0.6%
Added · +47 sh
41AstraZeneca PLC
ORD
$7.1M37.8K
0.6%
+12%
Added · +4K sh
42Procter & Gamble Co
COM
$7.1M48.1K
0.6%
+0.5%
Added · +256 sh
43State STR SPDR S&P 500 ETF T
TR UNIT
$6.8M9.0K
0.5%
−1.2%
Reduced · −114 sh
44Berkshire Hathaway Inc Del
CL B NEW
$6.6M13.2K
0.5%
Held
45Eaton Corp PLC
SHS
$6.3M14.8K
0.5%
+12%
Added · +2K sh
46Trane Technologies PLC
SHS
$6.2M12.6K
0.5%
Held
47Coca Cola Co
COM
$6.2M75.5K
0.5%
+0.4%
Added · +317 sh
48Stryker Corporation
COM
$6.1M19.3K
0.5%
−0.6%
Reduced · −112 sh
49McKesson Corp
COM
$6.1M8.0K
0.5%
−1.2%
Reduced · −100 sh
50BlackRock Inc
COM
$6.0M6.2K
0.5%
Held
Showing 50 of 340 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$5.6M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishMCDONALD'S CORPMCD$568K2K
PUT · bearishABBVIE INCABBV$503K2K
PUT · bearishCISCO SYSTEMS INCCSCO$446K4K
PUT · bearishSIMON PROPERTY GROUP INCSPG$425K2K
PUT · bearishCVS HEALTH CORPCVS$414K4K
PUT · bearishNXP SEMICONDUCTORS NVNXPI$393K1K
PUT · bearishPHILIP MORRIS INTERNATIONALPM$380K2K
PUT · bearishGILEAD SCIENCES INCGILD$379K3K
PUT · bearishCHEVRON CORPCVX$365K2K
PUT · bearishMORGAN STANLEYMS$334K2K
PUT · bearishPNC FINANCIAL SERVICES GROUPPNC$271K1K
PUT · bearishGENERAL DYNAMICS CORPGD$248K700
PUT · bearishTAIWAN SEMICONDUCTOR-SP ADRTSM$239K500
PUT · bearishWELLS FARGO & COWFC$231K3K
PUT · bearishCITIGROUP INCC$210K2K
PUT · bearish3M COMMM$146K900

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 31, 2026356$1.2B13F-HR
Q1 2026Mar 31, 2026May 1, 2026343$1.1B13F-HR
Q4 2025Dec 31, 2025Feb 5, 2026347$1.1B13F-HR
Q3 2025Sep 30, 2025Oct 30, 2025328$928.1M13F-HR
Q2 2025Jun 30, 2025Aug 7, 2025258$856.6M13F-HR
Q1 2025Mar 31, 2025May 13, 2025247$812.3M13F-HR
Q4 2024Dec 31, 2024Feb 13, 2025233$808.9M13F-HR
Q3 2024Sep 30, 2024Nov 5, 2024234$809.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.